See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,047 | $101,069-72.2% | $81,478-65.6% | $147,584-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.69% | 32.40%-6.7pp | 38.78%-13.1pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,029 | $3,205-36.7% | $2,568-21.0% | $4,876-58.4% |
| Participant deferral / active EE | $2,257 | $4,242-46.8% | $3,537-36.2% | $5,439-58.5% |
| Admin fee / account holder | $146 | $5,812-97.5% | $4,561-96.8% | $10,885-98.7% |